• Midlife Investing: Strategy for Inflation and Tax Efficiency Part 1.

  • Feb 27 2025
  • Length: 16 mins
  • Podcast

Midlife Investing: Strategy for Inflation and Tax Efficiency Part 1.

Listen for free

View show details

  • Summary

  • This podcast excerpt focuses on financial planning for middle-aged adults, emphasizing strategies for asset allocation. It advises on balancing growth and stability while addressing retirement, children's education, and healthcare needs. The discussion covers leveraging debt responsibly, especially fixed-rate mortgages, to mitigate inflation's impact. The podcast underscores the importance of saving and tax efficiency as key components of wealth accumulation, highlighting tactics like charitable donations and long-term service contracts. Ultimately, it advocates for an investment approach that considers both inflation protection and tax optimization to maximize real returns.
    Show More Show Less
Show More Show Less

What listeners say about Midlife Investing: Strategy for Inflation and Tax Efficiency Part 1.

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available